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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,621 | $81,457-29.3% | $103,378-44.3% | $80,911-28.8% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | -17.40% | 25.58%-43.0pp | 24.91%-42.3pp | 35.63%-53.0pp |
| Employer contribution / active EE | $1,923 | $3,107-38.1% | $3,870-50.3% | $2,756-30.2% |
| Participant deferral / active EE | $2,937 | $3,871-24.1% | $5,058-41.9% | $4,297-31.7% |
| Admin fee / account holder | $2,390 | $6,717-64.4% | $8,401-71.6% | $6,935-65.5% |